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04 · Record

Keep the source material connected.

People, documents, dates, and response work, together.

See the private recordBack to all four parts
Record at a glance
  1. 01Documents and communications
  2. 02People and matter details
  3. 03Dates and timeline entries
  4. 04Drafts and version history
  5. 05Export and deletion controls

A working record

Keep the material the other parts rely on.

Record holds the sources, details, timeline entries, drafts, and version history that the other parts use. It only knows what you add.

What belongs here

The source, the context, and your controls.

SourcesDocuments and communicationsKeep originals available.
PeopleParticipant detailsNames, roles, and contact channels.
ContextMatter detailsConfirmed context for your review.
HistoryDates and eventsSources and status remain visible.
WorkDrafts and versionsGoals, review history, and held versions.
ControlExport and deletionControls for the whole matter.

People and allegations

Keep identity separate from what a source alleges.

People are confirmed participants. An allegation remains attached to its attributed source, not stored as a fact about someone.

Record viewPrivate matter recordAcross the recordMeet SteadyData handlingPrivacy details
A private working record, not an official record.

Steady cannot confirm that the Record is complete, certify a legal stage, decide what a source proves, or determine legal privilege.

Last substantively reviewed .